Webinar: Throwing bad money after good

Webinar Fri 23 Jan 1430 Lon / 0930 NY
Street forecasts for 2026 show a remarkable consensus
This is completely at odds with elevated real-world uncertainty
The gap reflects markets' struggle to price potential for regime change as institutions and assets are pushed towards breaking points
The trick for investors is to find positions which are robust to regime change before it becomes everyone's forecast
Open to clients with Group Webinar or One-on-One subscriptions, and to the press

The year is off to a blistering start, in both politics and markets. And yet the extent of the Trumpian assault on both international and US domestic institutions seems increasingly at odds with the relative calm in financial markets.

If it were just a question of equities and gold making simultaneous highs, the explanation might well lie with liquidity. But the subdued nature of volatility in equities, credit, bonds and FX - and above all the remarkable lack of dispersion in either economic or earnings forecasts, even as some uncertainty indices make new highs - suggests it is more than that.

Join us on Friday for a run-through of our Global markets outlook 2026 presentation and Q&A.

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